Capital Square’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Capital Square’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$760K	Buy	8,309 +3,022	+57%	+$277K	0.33%	81
2026 Q1	$484K	Buy	5,287 +469	+10%	+$42.9K	0.22%	102
2025 Q4	$440K	Sell	4,818 -38	-0.8%	-$3.48K	0.22%	101
2025 Q3	$446K	Buy	4,856 +35	+0.7%	+$3.21K	0.23%	103
2025 Q2	$441K	Buy	+4,821	New	+$442K	0.24%	108

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Capital Square's BIL Position: Q2 2026 in Review

Capital Square increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 57% in Q2 2026, buying an estimated $277K and bringing the position to 8,309 shares worth $760K. The position accounts for 0.33% of the portfolio, ranked #81.

Capital Square first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capital Square held 8,309 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $760K as of Q2 2026.
Capital Square bought 3,022 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $277K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.33% of Capital Square's portfolio in Q2 2026, its #81 holding.
Capital Square first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.